Iron Horse Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Iron Horse Wealth Management’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.9K	Buy	+2,006	New	+$29.3K	0.01%	182

Other funds holding GOF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Iron Horse Wealth Management's GOF Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Guggenheim Strategic Opportunities Fund (GOF) in Q2 2025: 2,006 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings.

174 funds tracked by Wall St. Rank hold GOF as of Q2 2025.

Iron Horse Wealth Management held 2,006 shares of Guggenheim Strategic Opportunities Fund worth $29.9K as of Q2 2025.
Guggenheim Strategic Opportunities Fund was a new Iron Horse Wealth Management position in Q2 2025.
Guggenheim Strategic Opportunities Fund made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #182 holding.
174 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.